Practical analysis for investment professionals

Leadership, Management & Communication Skills


Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

On Career Resilience in Uncertain Times

How can investment professionals stay relevant in a challenging time?

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

The active equity strategies of European managers are at significant risk.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Global Careers in Wealth Management: A Conversation with Marg Franklin, CFA

“The people who combine education with ethics and integrity will have the edge.”

Three Tools to Improve the Fund Manager–Client Relationship

Technology, properly applied, can help initiate and improve your relationships with clients.

Networking in the Age of Social Distancing: Seven Timeless Strategies

How do you network during a global pandemic and lockdown? Sameer S. Somal, CFA, has some pointers.

Living in a Virtual World: 10 Tips for Culture

How firm culture is built and sustained must evolve in the COVID-19 era.



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